242 | Breaking Analysis | Cloud Spending Remains Resilient Amid Market Turbulence

In the latest episode of Breaking Analysis, Dave Vellante, theCUBE Research chief analyst, discusses the current state of AI investments and cloud spending amid market turbulence. Despite investor caution, tech giants such as Alphabet, Amazon, Microsoft and Meta remain committed to substantial AI-related CapEx.
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While AI experimentation continues, enterprises are conservative with IT spending, leading to noticeable layoffs and squeezed budgets. Nonetheless, hyperscalers show strong momentum, with cloud spending resilient against headwinds and AI driving significant shifts in IT priorities despite broader economic uncertainties.
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[@silambarasanbalasubramani8577]

I listen to you every week, as a software developer your videos keep me informed, thanks for your service.

[@Sajid2Ahmad]

Great Insights Dave. Really wish we figure out how your valuable content reaches more viewers. Thank You for your insights and contributions.

[@riffsoffov9291]

Thanks for the video. About Delta Airlines taking a long time to recover from the outage, I've heard they used BitLocker, and the BitLocker keys were kept on PCs that were also out. I don't know if the PCs with the keys also had BitLocker 'protection'. Anyway, I heard it from a guy who talked about software engineers standing around with their disks in their hands, so how could I possibly not believe him?

[@thornhillpatrick]

Great episode Dave

[@AlohaTimes]

Objective Dave